Business management system, method, and program

Abstract

For efficiently forming a sales team, a SFA server reads prescribed customer data of a prescribed case from various customer data previously stored in a customer DB. The SFA server determines if the prescribed case needs sales team formation in a business meeting in accordance with the content of the customer data. If it is determined that the business meeting of the prescribed case needs sales team formation, the SFA server designates a sales person who forms a sales team, and generates request information requesting sales team formation. The SFA server transmits the requesting information to the terminal of the designated sales person.

What is claimed is:  
     
         1 . A business management system for forming a sales team through a network for a prescribed business meeting, said business management system comprising: 
 a business meeting data memory stored with business meeting data representing details of a business meeting held with a customer;    a business meeting data reading device configured to read prescribed business meeting data of a prescribed case from the business meeting data memory;    a determining device configured to determine if the prescribed case requires sales team formation for a business meeting in accordance with the business meeting data of the prescribed case;    a sales person specifying device configured to specify a sales person who forms a sales team, if the prescribed case needs sales team formation;    a request information generating device configured to generate request information requesting team formation; and    a request information transmitting device configured to transmit the request information to a terminal of the specified sales person.    
     
     
         2 . The business management system, according to  claim 1 , further comprising: 
 a priority data memory stored with data of priority given among prescribed business meeting levels included in the business meeting data;    a sales person priority memory stored with data of sales persons and priorities assigned thereto per a business meeting objective in forming a sales team; and    a priority designating device configured to designate prescribed priority stored in the priority data memory in accordance with the contents of the business meeting data of the prescribed case,    wherein said sales person specifying device refers to the designated prescribed priority data and specifies the sales person having the designated prescribed priority.    
     
     
         3 . The business management system, according to  claim 2 , wherein said prescribed business meeting level is one of an expected investment amount and a rival company who has approached a customer.  
     
     
         4 . The business management system, according to  claim 2 , further comprising a schedule data memory stored with schedule data representing schedule of sales persons capable of forming a sales team, wherein said sales person specifying device refers to the schedule data, and specifies an available sales person having the designated prescribed priority as a sales person who forms a sales team.  
     
     
         5 . The business management system, according to  claim 1 , further including a going information obtaining device configured to obtain going information representing going of the case from the business meeting data; wherein said going information is included in the request information.  
     
     
         6 . The business management system, according to  claim 1 , further comprising: 
 a business meeting data inputting device configured to input business meeting data;    a case identifying data memory stored with case identifying data that identifies a case name included in the business meeting data;    a case identifying data generating device configured to generate case identifying data from one or more prescribed items included in the business meeting data; and    a case identifying data writing device configured to write case identifying data in the case identifying data memory.    
     
     
         7 . The business management system, according to  claim 6 , wherein said one or more prescribed data includes at least any one of an occurrence date of a business meeting, a name of a sales company whom a business meeting has been cooperatively held, a name of a sales person having held a business meeting with a customer, and a name of a product on which a business meeting has been held.  
     
     
         8 . The business management system, according to  claim 1 , further comprising: 
 a case type determining device configured to determine a case type in accordance with characteristics of the case indicated by the business meeting data;    an activity information generating device configured to generate information of activities to be performed by a sales person forming a sales team in accordance with the case type; and    an activity information transmitting device configured to transmit the activity information to a terminal of the sales person forming the sales team.    
     
     
         9 . A method for forming a sales team through a network in a prescribed business meeting, said method comprising the steps of: 
 storing business meeting data in a business meeting data memory;    reading prescribed business meeting data of a prescribed case from the business meeting data memory;    determining if the prescribed case requires sales team formation in a business meeting from the business meeting data of the prescribed case;    specifying a sales person who forms a sales team, if the business meeting of said case needs sales team formation;    generating request information requesting team formation; and    transmitting the request information to a terminal of the specified sales person.    
     
     
         10 . The method according to  claim 9 , further comprising the steps of: 
 storing priorities given in accordance with a prescribed business meeting levels indicated by the business meeting data; and    referring to the priorities and designating a prescribed priority and specify a prescribed sales person having the designated priority so as to form the sale team.    
     
     
         11 . The method according to  claim 10 , wherein said prescribed business meeting level is one of an expected investment amount of a customer and a rival company who has approached the customer.  
     
     
         12 . The method according to  claim 10 , further comprising the steps of: 
 referring to previously stored schedule data representing schedule of sales persons capable of forming a sales team; and    designating an available sales person having designated priority as a sales person forming the sales team.    
     
     
         13 . The method according to  claim 9 , further comprising the steps of: 
 obtaining going information representing going of the case from the business meeting data; and    including the going information in the request information.    
     
     
         14 . The method according to  claim 9 , further comprising the steps of: 
 inputting business meeting data;    generating case identifying data for identifying a case name included in the business meeting data from one or more prescribed items included in the business meeting data; and    storing case identifying data in the memory apparatus.    
     
     
         15 . The method according to  claim 14 , wherein said prescribed item includes at least any one of an occurrence date of a business meeting, a name of a sales company whom a business meeting has been cooperatively held, a name of a sales person who has held a business meeting with a customer, and a name of a product on which a business meeting has been held.  
     
     
         16 . The method according to  claim 9 , further comprising the steps of: 
 designating a case type representing characteristics of a case in accordance with the business meeting data;    generating activity information representing activities to be performed by a sales person forming a sales team in the prescribed case; and    transmitting the activity information to a terminal of the sales person forming the sales team.    
     
     
         17 . A computer readable program executing the following steps of procedure when read in the computer, said steps of procedure comprising: 
 reading prescribed business meeting data of a prescribed case from a business meeting data memory;    determining if the prescribed case needs sales team formation in a business meeting from the business meeting data of the prescribed case;    specifying a sales person who forms a sales team, if the business meeting of said prescribed case needs the sales team formation;    generating request information requesting team formation; and    transmitting the request information to a terminal of the specified sales person.    
     
     
         18 . A system for forming, via a network, a sales team, the system comprising: 
 a meeting data memory configured to store meeting data representing details associated with a meeting with a customer,    a meeting data reading device configured to read from the meeting data memory meeting data associated with a case,    a determining device configured to determine whether, in accordance with the meeting data associated with the case, the case requires sales team formation,    a sales person specifying device configured to specify a sales person for the sales team when the case requires sales team formation,    a request information generating device configured to generate request-information requesting sales team formation, and    a request information transmitting device configured to transmit the request information to a terminal associated with the specified sales person.    
     
     
         19 . The system of  claim 18 , wherein the meeting data includes priority data, comprising: 
 a priority data memory configured to store the priority data,    a sales person priority memory configured to store priority data associated with a sales person, and    a priority designating device configured to designate a priority stored in the priority data memory in accordance with the meeting data,    wherein the sales person specifying device refers to the priority data and specifies a sales person for the sales team in accordance with the designated priority.    
     
     
         20 . The system of  claim 19 , comprising: 
 a schedule data memory configured to store schedule data associated with a schedule of a potential sales person for the sales team,    wherein the sales person specifying device refers to the schedule data and specifies a sales person for the sales team in accordance with the schedule data.    
     
     
         21 . The system of  claim 18 , comprising: 
 a meeting data inputting device configured to input meeting data, the meeting data comprising a plurality of items,    a case identifying data memory configured to store case identifying data,    a case identifying data generating device configured to generate case identifying data from at least one item included in the meeting data, and    a case identifying data writing device configured to write case identifying data in the case identifying data memory.    
     
     
         22 . The system of  claim 21 , wherein the at least one item included in the meeting data includes at least one of a date of a meeting, a name of a sales company with whom a meeting has been held, a name of a sales person with whom a customer has met, and a name of a product that has been a subject of a meeting.  
     
     
         23 . The system of  claim 18 , comprising: 
 a case type determining device configured to determine a case type in accordance with characteristics of a case indicated by the meeting data,    an activity information generating device configured to generate information of activities to be performed by a sales person forming a sales team in accordance with the case type, and    an activity information transmitting device configured to transmit the activity information to a terminal of the sales person forming the sales team.    
     
     
         24 . A method for forming, via a network, a sales team, the method comprising: 
 storing in a meeting data memory meeting data representing details associated with a meeting with a customer,    reading from the meeting data memory meeting data associated with a case,    determining whether, in accordance with the meeting data associated with the case, the case requires sales team formation,    specifying a sales person for the sales team when the case requires sales team formation,    generating request information requesting sales team formation, and    transmitting the request information to a terminal associated with the specified sales person.    
     
     
         25 . The method of  claim 24 , wherein the meeting data includes priority data, comprising: 
 storing the priority data in a priority data memory,    storing priority data associated with a sales person,    designating a priority stored in the priority data memory in accordance with the meeting data, and    specifying a sales person for the sales team in accordance with the designated priority.    
     
     
         26 . The method of  claim 25 , comprising: 
 storing schedule data associated with a schedule of a potential sales person for the sales team,    specifying a sales person for the sales team in accordance with the stored schedule data.    
     
     
         27 . The method of  claim 24 , comprising: 
 inputting meeting data comprising a plurality of items,    storing case identifying data,    generating case identifying data from at least one item included in the meeting data, and    storing case identifying data in a memory.    
     
     
         28 . The method of  claim 27 , wherein the at least one item included in the meeting data includes at least one of a date of a meeting, a name of a sales company with whom a meeting has been held, a name of a sales person with whom a customer has met, and a name of a product that has been a subject of a meeting.  
     
     
         29 . The method of  claim 24 , comprising: 
 determining a case type in accordance with characteristics of a case indicated by the meeting data,    generating information of activities to be performed by a sales person forming a sales team in accordance with the case type, and    transmitting the activity information to a terminal of the sales person forming the sales team.    
     
     
         30 . A computer readable program for executing, when read in a computer, the following steps: 
 reading meeting data associated with a case, the meeting data representing details associated with a meeting with a customer,    determining whether, in accordance with the meeting data associated with the case, the case requires sales team formation,    specifying a sales person for the sales team when the case requires sales team formation,    generating request information requesting sales team formation, and    transmitting the request information to a terminal associated with the specified sales person.